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Name Holding Trade Value Shares
Change
Change in
Stake
ETC
501
Exchange Traded Concepts
Oklahoma
$234K -$4.71K -102 -2%
BHPW
502
Beverly Hills Private Wealth
California
$233K -$17.9K -389 -7%
Jones Financial Companies
503
Jones Financial Companies
Missouri
$232K +$54.8K +1,189 +31%
VSQM
504
V-Square Quantitative Management
Illinois
$231K +$31K +673 +15%
CWM
505
Congress Wealth Management
Massachusetts
$228K +$229K +4,957 New
KMWM
506
Keudell/Morrison Wealth Management
Oregon
$225K +$21.8K +473 +11%
AWS
507
Atria Wealth Solutions
New York
$221K +$222K +4,810 New
MWM
508
Modern Wealth Management
Kansas
$216K +$217K +4,707 New
FCP
509
Fidelis Capital Partners
Florida
$214K +$111K +2,400 +112%
PAS
510
Park Avenue Securities
New York
$213K +$5.86K +127 +3%
HI
511
Horizon Investments
North Carolina
$210K +$19.1K +413 +10%
TIM
512
Thompson Investment Management
Wisconsin
$209K +$210K +4,543 New
ASN
513
Advisory Services Network
Georgia
$209K +$51.7K +1,121 +34%
CB
514
Commerce Bank
Missouri
$208K +$57.2K +1,241 +38%
LFA
515
Legacy Financial Advisors
Kentucky
$205K -$1.52K -33 -0.7%
OIA
516
OneDigital Investment Advisors
Kansas
$205K +$91.2K +1,978 +80%
KeyBank National Association
517
KeyBank National Association
Ohio
$205K +$206K +4,457 New
PWM
518
Perigon Wealth Management
California
$203K +$204K +4,414 New
HH
519
Hilltop Holdings
Texas
$201K +$26.1K +565 +15%
CI
520
Cigna Investments
Connecticut
$201K +$70.6K +1,531 +54%
FCB
521
First County Bank
Connecticut
$201K -$75.1K -1,627 -27%
DILIC
522
Dai-ichi Life Insurance Company
Japan
$200K +$73.1K +1,585 +57%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$199K +$200K +4,335 New
AFG
524
Atomi Financial Group
New York
$197K +$198K +4,297 New
CCA
525
Checchi Capital Advisers
California
$192K +$90.9K +1,971 +89%